WIA
IYW icon

Westbourne Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Westbourne Investment Advisors’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,600
Closed -$121K – 115
2016
Q2 		$121K Buy
+4,600
New +$121K 0.11% 123

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westbourne Investment Advisors's IYW Position: Q3 2016 in Review

Westbourne Investment Advisors sold out of iShares US Technology ETF (IYW) in Q3 2016, closing a stake of 4,600 shares — an estimated $121K sold.

Westbourne Investment Advisors first reported a position in IYW in Q2 2016 and held it in 1 quarter. The position peaked at $121K in Q2 2016. 231 funds tracked by Wall St. Rank hold IYW as of Q3 2016.

  • Westbourne Investment Advisors reported no remaining iShares US Technology ETF position as of Q3 2016 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,600 iShares US Technology ETF shares in Q3 2016, an estimated $121K.
  • Westbourne Investment Advisors first reported a position in iShares US Technology ETF in Q2 2016 and held it in 1 quarter.
  • Westbourne Investment Advisors's iShares US Technology ETF position peaked at $121K in Q2 2016.
  • 231 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2016.

Based on Westbourne Investment Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.